The Dude

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The Dude

The Dude

@LevinBurant

I mainly post about stock market, basketball, and random life stuff.

USA Katılım Ocak 2022
1.8K Takip Edilen3.2K Takipçiler
Beardo
Beardo@BeardoTrader·
One of my all time favourites.
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The Dude
The Dude@LevinBurant·
@Mr_Derivatives Advertise to retail, make it go viral, release tiny float.😅 $VCX
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Daniel
Daniel@busidaniel911·
@LevinBurant Hahah I got ya. I feel the same way Still in shock this is all happening haha
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The Dude
The Dude@LevinBurant·
@busidaniel911 I'm just making fun of the whole situation, my $200 investment will probably end up being $400 in September. Still good.
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The Dude
The Dude@LevinBurant·
@MisticTrader You'll want to check out SSSS, could be upgraded to $14 NAV in about 2 weeks. Maybe you're already in it.
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The Dude
The Dude@LevinBurant·
@MisticTrader I'll be happy if I can come out with 2x gains in September. 😅 This is the most overvalued stock in the market right now, no doubt.
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The Dude
The Dude@LevinBurant·
@fundmyfund Would you look at that 50% up as predicted. 😂😂😂
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The Dude
The Dude@LevinBurant·
$VCX price is what you pay ($280) the value is what you get ($20).
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The Dude
The Dude@LevinBurant·
@JerryCap It should have never existed in the first place. It has no purpose at this level and burns a lot of money. Anthropic already knew this.
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The Dude
The Dude@LevinBurant·
@McclungMac Everyone wants to see you play in the NBA. It's crazy. Keep hooping! Legend.
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The Dude
The Dude@LevinBurant·
@Sam_Badawi $STCGF Stack is arguably the best SpaceX portfolio holding company, but unfortunately not tradable on Robinhood. It's Canadian fund. Catch it on Fidelity and Schwab.
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The Dude
The Dude@LevinBurant·
@CaffeineCraig Lol, 4/20 might not have worked there... it still takes few months to push it to the finish line.
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The Dude
The Dude@LevinBurant·
@surocapital I just realized my WHOOP's upgraded valuation wasn't correctly calculated. I had it at $1.50 upgrade but it's actually additional $2, so I'd have it at $3.50 estimate which makes NAV GAP even wider now.
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The Dude
The Dude@LevinBurant·
$SSSS I'm publishing my analyst report based on the latest Q4 '25 results and explaining my thesis for price target upgrades. @surocapital Let me know if you liked it or found it useful in the comments below. 👇
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The Dude@LevinBurant

$SSSS upgrades from Wall Street 💠SuRo Capital Price Target Raised to $12.50/Share From $10.50 by BTIG 💠SuRo Capital Price Target Raised to $15.00/Share From $12.00 by Barrington Research 💠SuRo Capital Price Target Raised to $14.00/Share From $12.00 by @LevinBurant

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The Dude
The Dude@LevinBurant·
Rumors are circulating that SpaceX is in process of filing for IPO. I estimate the company will debut on public markets on 6/9, here is why: > June 9 is the calendar equivalent of "6/9," making it the most "on-brand" date for a CEO who prioritizes irreverent cultural moments over traditional financial schedules. > Musk has a long-standing pattern of using "69" as a signature meme in major business decisions, such as the Model S Plaid+ pricing of $69,420. > On June 8 and 9, 2026, Jupiter and Venus will appear just one degree apart in a rare conjunction visible to the naked eye. This planetary alignment is a "Musk-perfect" theatrical backdrop that aligns with his history of using cosmic symbolism and spectacle. > Mercury will also be visible alongside Jupiter and Venus during this window, adding a third planetary layer to the "written in the stars" narrative. > Reports from the Financial Times in early 2026 suggest SpaceX CFO Bret Johnsen has already been discussing a mid-June timeline with private investors. > Musk turns 55 on June 28, 2026, and sources indicate he wants the IPO to serve as a massive personal and corporate celebration earlier that month. > The company reportedly filed confidential S-1 paperwork with the SEC in March 2026, which typically precedes a public debut by roughly three months. > Following the February 2026 merger with xAI, the company needs a high-profile public listing to validate its new $1.75 trillion "vertically integrated" valuation. > Analysts expect SpaceX to raise a record-breaking $50 billion in this offering to fund orbital data centers and the "Golden Dome" missile defense system. > Musk understands that an IPO is a storytelling tool, and 6/9 provides a built-in viral marketing campaign that traditional dates cannot match.
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The Dude
The Dude@LevinBurant·
@mcuban By that logic, workers who don't take health insurance would be last to go.
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Mark Cuban
Mark Cuban@mcuban·
I don’t think people realize how much healthcare costs are driving big companies to fire and not hire. It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane It’s far easier to blame AI than it is to blame Healthcare costs. Want to increase jobs, wages and improve affordability for every American ? Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us. Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.
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The Dude
The Dude@LevinBurant·
There are a lot of great companies in the portfolio, OpenAI, Vast Data, Locus Robotics, Whoop. And some other mediocre companies. We're late in the cycle but there's still some meat left on the bone. I've posted about the stock since $3s so that's 300% upside. Not bad, right? It's not the peak yet. They invested in OpenAI at $170B valuation (now it's ~$800B). Vast Data at $9B (now at $30B), WHOOP at $3B (now at $9B). Look at the gains, and private valuations usually lag behind, we have path to $12 as soon as April due to NAV Gap.
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Dolores Capital
Dolores Capital@dolores_capital·
@LevinBurant why bother getting a basket of mediocre venture backed companies when you can invest in real ai beneficiaries in the public markets already
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The Dude
The Dude@LevinBurant·
$SSSS Plaid, a fintech company based in San Francisco, hit $8B valuation earlier this year in new funding round and is closer to IPO. SuRo invested $5M back in 2025 at ~$6B valuation. Realistically, this upgrade only adds about 5c to the NAV per share.
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